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Ever wonder how your nonprofit could turn today’s fundraising into long-term financial stability? How can an endowment help your organization grow and sustain its mission for years to come?

If you’ve asked yourself questions like Do we have the resources to sustain an endowment? How does it fit into our overall financial plan? What risks should we be aware of? - you’re not alone. This session is designed to give you practical answers and a clear understanding of how endowments can support your mission over the long term.

Learning Objectives:

What is an endowment and the types nonprofits typically use
How an endowment fits into your broader financial strategy
How to assess your organization’s readiness to establish and sustain one
Key elements of investment policies, portfolio design, and spending strategies
Common risks and ways to manage them effectively
How donor-advised funds (DAFs) can complement an endowment
By the end, you’ll have a clearer picture of how an endowment can help strengthen your nonprofit’s long-term impact, along with concrete steps to move forward with confidence.

Who Should Attend?
CEO/Executive Directors, Chief Operating Officers, board members, and development staff who want to build long-term financial stability and understand how endowments can support their mission.

Cost:
Members Per Person: $45
Not-Yet-Members: $90